Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,240 institutions that hold shares in the stock, with a total of 9.05 Billion shares, which have been reported (via 13F filing form) to have a value of $2.24 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
9,332
shares
|
$2.31 Million
0.96% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Feb 04, 2025 Q4 2024 |
9,325
shares
|
$2.3 Million
1.74% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
9,315
shares
|
$2.3 Million
0.99% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
9,315
shares
|
$2.3 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
9,313
shares
|
$2.3 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
9,285
shares
|
$2.29 Million
0.58% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
9,284
shares
|
$2.29 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,281
shares
|
$2.29 Million
0.43% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
9,271
shares
|
$2.29 Million
1.15% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
9,261
shares
|
$2.29 Million
2.44% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
9,256
shares
|
$2.29 Million
0.24% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
9,255
shares
|
$2.29 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
9,254
shares
|
$2.29 Million
1.05% of portfolio
|
Q4 2024
Added 300.78%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
9,227
shares
|
$2.28 Million
1.53% of portfolio
|
Q4 2022
Reduced 13.09%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,221
shares
|
$2.28 Million
0.68% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
9,219
shares
|
$2.28 Million
1.32% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
9,195
shares
|
$2.27 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
9,157
shares
|
$2.26 Million
1.67% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
9,155
shares
|
$2.26 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
9,133
shares
|
$2.26 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
9,129
shares
|
$2.26 Million
0.78% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,125
shares
|
$2.25 Million
0.15% of portfolio
|
Q4 2024
Reduced 25.08%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
9,121
shares
|
$2.25 Million
1.5% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
9,113
shares
|
$2.25 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
9,111
shares
|
$2.25 Million
0.88% of portfolio
|
Q4 2024
New holding
|